See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,225 | $209,411-62.2% | $178,490-55.6% | $158,922-50.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -4.37% | 188.75%-193.1pp | 151.07%-155.4pp | 302.83%-307.2pp |
| Employer contribution / active EE | $3,792 | $5,706-33.5% | $5,011-24.3% | $4,761-20.4% |
| Participant deferral / active EE | $7,453 | $5,954+25.2% | $5,202+43.3% | $5,982+24.6% |
| Admin fee / account holder | $4,551 | $17,074-73.3% | $13,984-67.5% | $11,246-59.5% |